Samuel Varano CFP®
Samuel P. Varano, the Founder and President of Cypress Wealth Partners, has earned a wealth of experience as a seasoned CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 19 years dedicated to financial planning, investment management, tax management, client relations, and comprehensive wealth management for his clients. Graduating from Indiana University of Pennsylvania (IUP) with a focus on finance, Sam pursued his studies while excelling on the NCAA Division II golf team, earning both academic accolades and athletic NCAA All-American honors.
Having earned his CFP® designation in 2010, Sam has upheld his status as a CFP® professional for 14 years. Before establishing Cypress Wealth Partners, Sam gained invaluable experience while serving clients and their families at several Family Offices and Wealth Management firms throughout the country.
Sam's proficiency extends to guiding clients through the intricacies of comprehensive financial planning, empowering them to visualize their retirement potential and identifying necessary adjustments to achieve their familial and professional aspirations. He is deeply committed to fostering authentic and enduring relationships with his clients. His wealth of knowledge and dedication to client success in the areas of financial planning for Business owners, Family Wealth planning, Taxation, asset allocation and Investment management allow him to be an invaluable resource to the Cypress team and his clients.
Beyond his professional endeavors, Sam enjoys the outdoors and sports, with interests in golf, fishing, and traveling with his family. Presently residing in the suburbs of Philadelphia with his wife Allison and two daughters, Sam and his family enjoy spending time with their Labradoodle, Charlie.
Steven Miller CPA®
Steve Miller is an experienced Certified Public accountant (CPA) bringing over five decades of experience to his role at Cypress Wealth partners. He earned his Bachelor of Science degree from the University of Virginia and has been a Certified Public Accountant (CPA) for over 40 years. Throughout his career, Steve has been at the forefront of tax practice, demonstrating his expertise and dedication to his clients' financial well-being. Before establishing his own tax practice, Steve gained invaluable experience as an accountant for a local CPA firm and later served as CFO for a local business.
Steve is a respected business owner and CPA in Lynchburg, Virginia where he has built a highly successful Tax practice, Miller & Associates, P.C. (www.millercpaforest.com). At Cypress Wealth Partners, he serves as Director of Tax planning as well as a Financial Advisor. His wealth of knowledge and dedication to client success in the areas of Tax planning for business owners as well as Tax planning for family wealth is a valuable resource to the Cypress team and clients.
Beyond his professional endeavors, Steve enjoys an active lifestyle, with interests in golf, scuba diving, boating, and traveling. He cherishes quality time with his family, including his son Gus and Gus’s wife Melanie, who reside in Charleston. Adding warmth and companionship to his life outside the office is Steve's loyal English cream retriever, Seve.
